Case Studies

Discover how we’ve turned complex private market workflows into streamlined, scalable solutions.

Work that actually got used

From ignored excel timesheets to a workflow teams use without reminders

A mobile-first solution to streamline time tracking, approval workflows, and centralized reporting.

Client
Global Investment Firm
Industry
Private Equity
Duration
2+ years
services
Product Design, Product Development, Post-Launch Support
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Making CRE data usable for faster underwriting decisions

A centralized platform designed to enhance underwriting and surveillance operations.

Client
Global Asset Management Firm
Industry
Investment Management
Duration
1 year
services
Product Design, Product Development
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What a modern Investment intelligence platform looks like

Building a scalable AI platform that transforms how investors discover, evaluate, and manage startups — reducing inefficiencies and unlocking value across the investment lifecycle.

Client
Exploration
Industry
Investment Technology
Duration
1 month
services
Product Design, AI Experience Design, Workflow Automation, Data Visualization
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Bringing insights into one clear, decision-ready portal

A large growth equity firm with a global presence, gave its Research Operations team the task of coming up with a solution to improve the due diligence process, access to knowledge, resources, data dashboards, and network of contacts.

Client
Global Growth Equity Investor
Industry
Private Equity
Duration
4 months
services
Product Design, Product Development
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Turning fragmented trading and ops workflows into a single operating system

A scalable system for structured order execution — reducing risk, increasing clarity, and enabling operational growth.

Client
Global Investment Firm
Industry
Private Equity
Duration
2+ years
services
Product Design, Product Development, Post-Launch Support
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Making wallet operations clear, secure, and intuitive

Investors lack the necessary negotiating power when negotiating deals with banks and counterparts because they lack access to real-time information about already-made commitments.

Client
Global Investment Firm
Industry
Private Equity
Duration
2+ years
services
Product Design
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Making the investor journey consistent from onboarding to reporting

The unified platform replaces fragmented systems with a cohesive workflow that improves visibility, control, and operational efficiency

Client
Global Investment Firm
Industry
Investment Technology
Duration
6 months
services
Product Design, UX Strategy, Design Systems, Data Visualization
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What could your firm achieve with 40% faster workflows?

Let’s explore what’s possible within your existing workflows.

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